About Us
Add A Penny Financial Services grew out of the idea that even regular people, regardless of current wealth situation, deserve to receive sound financial guidance. Whether you are just starting to look at your long term finances or you are entering retirement, we can help you develop a strategy that will maximize your income potential. We take a consultative approach to make sure that all
of our clients understand what we are doing and why we are doing it. We see ourselves as partners with our clients in their journey through life. Our motto is “Simple Solutions, One Step at a Time.”
We specialize in educating our clients on the importance of developing an efficient strategy for wealth building and asset protection. We also ensure our customers understand how retirement income streams work in order to prepare for how their money will work for them in retirement. We work with our clients to ease their financial worries and provide them with the opportunity to have the maximum amount of retirement income given their current income. Our process involves employing a “begin with the end in mind” approach to make sure that our clients enter retirement confidently and live comfortably for their entire retirement. Our first focus is to make sure our clients are protected and doing the best they can with the dollars they have available today. We then implement a long term, efficient strategy designed to maximize our clients current and retirement income, making sure that our clients understand each step we are taking. We look forward to helping you achieve your goals.
